Avior Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Avior Wealth Management’s Portfolio FPX Stock Details FPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-810	Closed	-$77.8K	–	3849
2023 Q4	$77.8K	Hold	810	–	–	﹤0.01%	657
2023 Q3	$68.1K	Hold	810	–	–	﹤0.01%	703
2023 Q2	$71.4K	Buy	810 +1	+0.1%	+$83	﹤0.01%	693
2023 Q1	$68.1K	Buy	809 +1	+0.1%	+$83	﹤0.01%	708
2022 Q4	$63.6K	Sell	808 -2,295	-74%	-$192K	﹤0.01%	586
2022 Q3	$251K	Buy	3,103 +4	+0.1%	+$351	0.02%	418
2022 Q2	$254K	Buy	3,099 +6	+0.2%	+$559	0.03%	382
2022 Q1	$337K	Buy	3,093 +2	+0.1%	+$213	0.03%	362
2021 Q4	$378K	Hold	3,091	–	–	0.03%	361
2021 Q3	$381K	Buy	+3,091	New	+$393K	0.03%	354
2017 Q2	–	Sell	-1,822	Closed	-$105K	–	459
2017 Q1	$105K	Buy	+1,822	New	+$103K	0.04%	183

Other funds holding FPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Avior Wealth Management's FPX Position: Q1 2024 in Review

Avior Wealth Management sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2024, closing a stake of 810 shares — an estimated $77.8K sold.

Avior Wealth Management first reported a position in FPX in Q1 2017 and held it in 11 quarters. The position peaked at $381K in Q3 2021. 162 funds tracked by Wall St. Rank hold FPX as of Q1 2024.

Avior Wealth Management reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2024 after selling out during the quarter.
Avior Wealth Management sold 810 First Trust US Equity Opportunities ETF shares in Q1 2024, an estimated $77.8K.
Avior Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q1 2017 and held it in 11 quarters.
Avior Wealth Management's First Trust US Equity Opportunities ETF position peaked at $381K in Q3 2021.
162 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2024.

Based on Avior Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.